BlueRidge: Quick Thoughts on Portfolio StrategyGuest Post
Quick Thoughts on Portfolio Strategy Via BlueRidge
Although many schools in North Carolina were closed multiple days this week due to snow, ice and dangerous driving conditions (never-mind that the roads have been blacktop all week), some of us still managed to brave the weather and get a few things done in Lenoir. Those things included preparing for BMC Fund Investment Committee and Board of Director meetings which wrapped up yesterday. Below are a few excerpts from those presentations to provide a sense of how we are positioned in the . . .
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